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Name Holding Trade Value Shares
Change
Change in
Stake
PCMK
2001
Paragon Capital Management (Kansas)
Kansas
$269K
CP
2002
Camelot Portfolios
Ohio
$267K -$1.06K -31 -0.4%
KC
2003
KHP Capital
Oklahoma
$266K +$264K +7,745 New
NCM
2004
Nelson Capital Management
California
$265K +$130K +3,818 +98%
TCM
2005
Telos Capital Management
California
$265K +$263K +7,702 New
JIP
2006
Jaffetilchin Investment Partners
Florida
$264K +$262K +7,670 New
SWA
2007
SFMG Wealth Advisors
Texas
$263K +$21.7K +636 +9%
PFA
2008
Pathway Financial Advisors
Vermont
$263K +$261K +7,658 New
MCM
2009
MV Capital Management
Maryland
$262K -$2.46K -72 -0.9%
WLIM
2010
White Lighthouse Investment Management
Massachusetts
$262K +$260K +7,629 New
GKIM
2011
GW&K Investment Management
Massachusetts
$261K -$9.98M -292,765 -97%
AAM
2012
Autus Asset Management
Arizona
$261K -$1.26K -37 -0.5%
FCT
2013
Family Capital Trust
Massachusetts
$261K +$133K +3,900 +106%
VSWA
2014
Vontobel Swiss Wealth Advisors
Switzerland
$260K
ICM
2015
IMS Capital Management
Oregon
$260K +$29.9K +878 +13%
CFA
2016
Capstone Financial Advisors
Illinois
$259K -$6.34K -186 -2%
BOS
2017
Bank of Stockton
California
$259K
CIC
2018
Chase Investment Counsel
Virginia
$259K
BII
2019
Bainco International Investors
Massachusetts
$259K +$38.7K +1,136 +17%
CF
2020
Corrigan Financial
Rhode Island
$257K -$50K -1,465 -16%
AAM
2021
Aureus Asset Management
Massachusetts
$257K -$21.4K -627 -8%
EWM
2022
Empirical Wealth Management
Washington
$257K -$10.7K -315 -4%
MCTIC
2023
MacGuire Cheswick & Tuttle Investment Counsel
Connecticut
$257K
GC
2024
Gilbert & Cook
Iowa
$254K -$2.42K -71 -1%
ZAM
2025
Zevin Asset Management
Massachusetts
$254K